EI
DCI icon

Ethic Inc’s Donaldson DCI Stock Holding History

Ethic Inc’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.95M Buy
34,795
+7,346
+27% +$709K 0.05% 367
2025
Q4 		$2.43M Buy
27,449
+5,015
+22% +$436K 0.04% 422
2025
Q3 		$1.84M Sell
22,434
-848
-4% -$63.9K 0.03% 472
2025
Q2 		$1.62M Buy
23,282
+3,695
+19% +$249K 0.03% 485
2025
Q1 		$1.32M Sell
19,587
-1,872
-9% -$129K 0.03% 522
2024
Q4 		$1.45M Sell
21,459
-2,298
-10% -$169K 0.03% 502
2024
Q3 		$1.77M Sell
23,757
-304
-1% -$22K 0.04% 418
2024
Q2 		$1.72M Buy
24,061
+304
+1% +$22.3K 0.04% 425
2024
Q1 		$1.77M Buy
23,757
+722
+3% +$49.1K 0.04% 419
2023
Q4 		$1.51M Buy
23,035
+4,627
+25% +$282K 0.04% 426
2023
Q3 		$1.1M Buy
18,408
+2,858
+18% +$177K 0.04% 452
2023
Q2 		$972K Buy
15,550
+1,807
+13% +$113K 0.04% 458
2023
Q1 		$898K Buy
13,743
+677
+5% +$42.5K 0.04% 469
2022
Q4 		$769K Buy
13,066
+2,825
+28% +$162K 0.04% 439
2022
Q3 		$502K Buy
10,241
+1,847
+22% +$96.4K 0.03% 491
2022
Q2 		$404K Buy
8,394
+1,740
+26% +$87.6K 0.03% 536
2022
Q1 		$346K Buy
+6,654
New +$362K 0.02% 563

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VCM
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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return